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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 28 330 E KILBOURN AVE · MILWAUKEE, WI 53202 | Investment Management | $127,296 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $105,376 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 40-6302077 | Investment Management | $18,342 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $11,899 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,548 | $95,438+145.8% | $135,998+72.5% | $74,478+214.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.29% | 32.61%-10.3pp | 68.37%-46.1pp | 34.37%-12.1pp |
| Employer contribution / active EE | $11,458 | $3,878+195.5% | $4,860+135.8% | $2,637+334.5% |
| Participant deferral / active EE | $17,621 | $7,790+126.2% | $7,761+127.1% | $4,530+289.0% |
| Admin fee / account holder | $277 | $259+7.2% | $10,769-97.4% | $347-20.1% |